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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,017 | $58,726+39.7% | $142,898-42.6% | $85,851-4.5% |
| Participation rate | 50.0% | 58.5%-8.5pp | 72.0%-22.0pp | 69.3%-19.3pp |
| Annual return | 13.78% | 27.73%-14.0pp | 5639.64%-5625.9pp | 318.63%-304.9pp |
| Employer contribution / active EE | $1,154 | $1,424-18.9% | $4,146-72.2% | $2,565-55.0% |
| Participant deferral / active EE | $3,106 | $2,609+19.1% | $3,838-19.1% | $3,952-21.4% |
| Admin fee / account holder | $1,383 | $4,234-67.3% | $6,560-78.9% | $6,261-77.9% |